Cerity Partners
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Cerity Partners’s Westamerica Bancorp WABC Stock Holding History

Cerity Partners’s Portfolio WABC Stock Details WABC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$433K Sell
8,932
-695
-7% -$33.7K ﹤0.01% 1946
2025
Q1 		$487K Buy
9,627
+3,972
+70% +$201K ﹤0.01% 1765
2024
Q4 		$294K Buy
5,655
+1,175
+26% +$61.1K ﹤0.01% 2044
2024
Q3 		$221K Buy
+4,480
New +$221K ﹤0.01% 2257